Bogart Wealth LLC’s CMS Energy CMS Stock Holding History

Bogart Wealth LLC’s Portfolio CMS Stock Details CMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.47K	Buy	19 +12	+171%	+$891	﹤0.01%	1344
2025 Q4	$490	Buy	+7	New	+$509	﹤0.01%	1479
2025 Q3	–	Sell	-10	Closed	-$693	–	1547
2025 Q2	$693	Buy	+10	New	+$712	﹤0.01%	1272
2023 Q1	–	Sell	-100	Closed	-$6.33K	–	1124
2022 Q4	$6.33K	Hold	100	–	–	﹤0.01%	624
2022 Q3	$6K	Hold	100	–	–	﹤0.01%	649
2022 Q2	$7K	Hold	100	–	–	﹤0.01%	585
2022 Q1	$7K	Hold	100	–	–	﹤0.01%	530
2021 Q4	$7K	Hold	100	–	–	﹤0.01%	508
2021 Q3	$6K	Hold	100	–	–	﹤0.01%	514
2021 Q2	$6K	Hold	100	–	–	﹤0.01%	492
2021 Q1	$6K	Hold	100	–	–	﹤0.01%	455
2020 Q4	$6K	Hold	100	–	–	﹤0.01%	365
2020 Q3	$6K	Hold	100	–	–	﹤0.01%	349
2020 Q2	$6K	Hold	100	–	–	﹤0.01%	333
2020 Q1	$6K	Hold	100	–	–	﹤0.01%	308
2019 Q4	$6K	Hold	100	–	–	﹤0.01%	318
2019 Q3	$6K	Hold	100	–	–	﹤0.01%	288
2019 Q2	$5K	Hold	100	–	–	﹤0.01%	276
2019 Q1	$5K	Hold	100	–	–	﹤0.01%	278
2018 Q4	$4K	Hold	100	–	–	﹤0.01%	287
2018 Q3	$5K	Hold	100	–	–	﹤0.01%	265
2018 Q2	$4K	Hold	100	–	–	﹤0.01%	289
2018 Q1	$5K	Buy	+100	New	+$4.39K	﹤0.01%	276

Other funds holding CMS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

DZ Bank Frankfurt Am Main, Germany $113B AUM 36.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bogart Wealth LLC's CMS Position: Q1 2026 in Review

Bogart Wealth LLC increased its CMS Energy (CMS) stake by 171% in Q1 2026, buying an estimated $891 and bringing the position to 19 shares worth $1.47K. The position accounts for ﹤0.01% of the portfolio, ranked #1344.

Bogart Wealth LLC first reported a position in CMS in Q1 2018 and has held it in 23 quarters since. The position peaked at $7K in Q2 2022. 799 funds tracked by Wall St. Rank hold CMS as of Q1 2026.

Bogart Wealth LLC held 19 shares of CMS Energy worth $1.47K as of Q1 2026.
Bogart Wealth LLC bought 12 CMS Energy shares in Q1 2026, an estimated $891.
CMS Energy made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #1344 holding.
Bogart Wealth LLC first reported a position in CMS Energy in Q1 2018 and has held it in 23 quarters since.
Bogart Wealth LLC's CMS Energy position peaked at $7K in Q2 2022.
799 funds tracked by Wall St. Rank held CMS Energy as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.